It’s easy to create transactions in your Microsoft Dynamics 365 Business Central system but you need your customers, vendors and anyone else you define, to get and action the resulting documents instantly and accurately.
Clever Document Delivery makes that happen with minimal effort, you can set rules for an unlimited list of recipients for each document type, per account and send them out as a PDF attached to emails.
You need the flexibility to define exactly how they want to get those documents. Consolidate attachments into a single PDF, group invoices by their bill-to customer or merge outstanding invoices to the back of the customer statement.
Optionally set a password against the customer or vendor account to add password protection to the PDFs that are created.
Use Clever Document Delivery to:
Make sending your documents as simple and cost effective as it’s possible to be, all directly from within Dynamics 365 Business Central.
Start your free trial today and see how Clever Document Delivery can benefit your business.
Microsoft Dynamics 365 Business Central Essentials & Premium
Australia, Austria, Belgium, Canada, Colombia, Croatia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR, Hungary, Iceland, Indonesia, Italy, Japan, Korea, Latvia, Malaysia, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Serbia, Singapore, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, UAE, UK, United States, Vietnam